-25.8%
ORCL vs PLTD
-78.0%
+52.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -0.8% |
| 7D | +10.4% | -9.8% | +20.1% | +6.5% |
| 30D | -11.2% | +18.9% | -30.2% | -4.4% |
| 3M | -16.8% | -4.2% | -12.5% | -16.4% |
| 6M | -31.5% | -34.8% | +3.4% | -37.2% |
| YTD | -33.9% | -21.1% | -12.8% | -33.4% |
| 1Y | -43.3% | -19.3% | -24.0% | -41.9% |
| All | -25.8% | -78.0% | +52.2% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling